Latest Institutional Purchases of Ishares Tr Global Energy ETF (IXC)
This list provides information on the latest institutional transactions involving Ishares Tr Global Energy ETF (IXC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
491+ 0.8% |
$15.4K - $19K
|
61.7K
$2.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
150New |
$4.71K - $5.81K
|
150
$5.73K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
103New |
$3.24K - $3.99K
|
103
$3.93K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$1.19K - $1.47K
|
38
$1.45K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
56.8K+ 878.57% |
$1.87M - $2.42M
|
63.3K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15.1KNew |
$497K - $643K
|
15.1K
$577K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4KNew |
$344K - $445K
|
10.4K
$399K
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.85KNew |
$225K - $292K
|
6.85K
$261K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.59KNew |
$217K - $281K
|
6.59K
$252K
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.2K+ 42.62% |
$171K - $222K
|
17.4K
$664K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.68KNew |
$154K - $199K
|
4.68K
$179K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.2K - $46.9K
|
1.1K
$42K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
955New |
$31.4K - $40.7K
|
955
$36.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
866New |
$28.5K - $36.9K
|
866
$33.1K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
216New |
$7.1K - $9.2K
|
216
$8.25K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$6.58K - $8.52K
|
200
$7.64K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
179New |
$5.89K - $7.63K
|
179
$6.83K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
103New |
$3.39K - $4.39K
|
103
$3.93K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.99% |
$1.38K - $1.79K
|
2.16K
$82.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 2.07% |
$263 - $341
|
394
$15K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3+ 0.04% |
$98.7 - $128
|
6.99K
$267K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 1.94% |
$65.8 - $85.2
|
105
$4.01K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
1New |
$32.9 - $42.6
|
1
$38.2
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.4KNew |
$351K - $461K
|
12.4K
$475K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$17K - $22.3K
|
600
$22.9K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
300New |
$8.48K - $11.1K
|
300
$11.5K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53New |
$1.5K - $1.97K
|
53
$2.02K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
23+ 21.1% |
$650 - $853
|
132
$5.04K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
920New |
$24.3K - $27.5K
|
920
$35.1K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
400New |
$10.5K - $11.9K
|
400
$15.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163+ 0.73% |
$4.3K - $4.87K
|
22.5K
$860K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
500New |
$11.7K - $13.5K
|
500
$19.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
109New |
$2.54K - $2.95K
|
109
$4.16K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.3% |
$93.4 - $108
|
1.32K
$50.2K
|
|
| Q2 2021 | |||||||
|
Apr 04, 2024
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.32MNew |
$31.6M - $36.7M
|
1.32M
$50.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
26.7KNew |
$639K - $740K
|
26.7K
$1.02M
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
357+ 117.05% |
$8.55K - $9.92K
|
662
$25.3K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
99New |
$2.37K - $2.75K
|
99
$3.78K
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$240 - $278
|
10
$382
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.37KNew |
$171K - $222K
|
8.37K
$320K
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6.83K+ 47.51% |
$139K - $181K
|
21.2K
$809K
|
|
|
May 24, 2021
Q1 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.09KNew |
$83.5K - $108K
|
4.09K
$156K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$228K - $338K
|
15.1K
$577K
|
|
|
Feb 04, 2021
Q4 2020
|
Everett Harris & CO
|
BUY
|
- |
10KNew |
$151K - $224K
|
10K
$382K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
364New |
$5.49K - $8.14K
|
364
$13.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$2.26K - $3.36K
|
150
$5.73K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
45+ 5.74% |
$738 - $1.07K
|
829
$31.7K
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
80New |
N/A
|
80
$3.05K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
19.7KNew |
N/A
|
19.7K
$752K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$38.2
|
|